Track Record & Performance
Numbers That
Speak for Themselves.
19-Stock Midcap Institutional Model Portfolio · May 2022 – May 2026 · ₹100 Crore Deployment. Unaudited illustrative performance for informational purposes.
Portfolio CAGR
33.6%
vs Nifty TRI ~11.4%
Absolute Return
218.7%
May 2022 → May 2026
Portfolio Value
₹318.7 Cr
From ₹100 Cr deployed
Alpha Generated
+22.2%
CAGR outperformance vs benchmark
Portfolio vs Benchmark
4-Year Growth Trajectory
Indexed to ₹100 at inception (May 2022). Portfolio compounded at 33.6% CAGR vs Nifty TRI's ~11.4% CAGR over the same period.
Portfolio Growth vs Nifty TRI Index
Indexed to ₹100 at May 2022 · ₹ Crore
* Nifty TRI values indexed to ₹100 at May 2022 for comparison. Intermediate portfolio values are illustrative interpolations based on documented endpoints. Past performance is not indicative of future results.
Sector Allocation · May 2026
- BFSI — Wealth Mgmt33.6%
- Metals & Tubes18.8%
- Energy Transition17.5%
- Tactical Banks16.7%
- Healthcare & Diagnostics13.4%
Portfolio Holdings
19-Stock Model Portfolio
Equal-weight deployment of ~₹5.26 Crore per stock at inception (May 2022). All entries within ₹3,500 Cr – ₹15,000 Cr market-cap band.
| # | Stock | Sector | Entry PriceMay '22 | Current PriceMay '26 | Return | Current Value |
|---|---|---|---|---|---|---|
| 01 | Anand Rathi Wealth | BFSI — Wealth | ₹323 | ₹3,566 | +1,003.7% | ₹58.07 Cr |
| 02 | 360 ONE WAM | BFSI — Wealth | ₹350 | ₹1,098 | +213.7% | ₹16.46 Cr |
| 03 | CDSL | BFSI — Wealth | ₹606 | ₹1,208 | +99.3% | ₹10.46 Cr |
| 04 | Motilal Oswal Financial | BFSI — Wealth | ₹200 | ₹843 | +321.5% | ₹22.14 Cr |
| 05 | Karur Vysya Bank | Tactical Banks | ₹45 | ₹286 | +535.6% | ₹33.40 Cr |
| 06 | City Union Bank | Tactical Banks | ₹130 | ₹160 | +23.1% | ₹6.46 Cr |
| 07 | Equitas Small Finance Bank | Tactical Banks | ₹40 | ₹100 | +150.0% | ₹13.15 Cr |
| 08 | Borosil Renewables | Energy Transition | ₹723 | ₹515 | −28.8% | ₹3.73 Cr |
| 09 | Praj Industries | Energy Transition | ₹350 | ₹500 | +42.9% | ₹7.46 Cr |
| 10 | Sterling & Wilson | Energy Transition | ₹250 | ₹600 | +140.0% | ₹12.62 Cr |
| 11 | Inox Wind | Energy Transition | ₹25 | ₹150 | +500.0% | ₹31.56 Cr |
| 12 | KIMS Hospitals | Healthcare | ₹266 | ₹748 | +181.2% | ₹14.78 Cr |
| 13 | Narayana Health | Healthcare | ₹650 | ₹1,200 | +84.6% | ₹9.67 Cr |
| 14 | Aster DM Healthcare | Healthcare | ₹180 | ₹400 | +122.2% | ₹11.67 Cr |
| 15 | Metropolis Healthcare | Healthcare | ₹1,600 | ₹2,000 | +25.0% | ₹6.57 Cr |
| 16 | Jindal Stainless | ₹166 | ₹738 | +344.6% | ₹23.35 Cr | |
| 17 | Ratnamani Metals | ₹1,200 | ₹3,500 | +191.7% | ₹15.30 Cr | |
| 18 | Shyam Metalics | ₹300 | ₹650 | +116.7% | ₹11.36 Cr | |
| 19 | Maharashtra Seamless | ₹300 | ₹600 | +100.0% | ₹10.52 Cr | |
| PORTFOLIO TOTAL | ₹100.00 Cr | — | +218.7% | ₹318.73 Cr | ||
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This model portfolio is presented for illustrative and informational purposes only. It does not constitute an offer to sell or a solicitation to buy any security or investment product. Past performance is not indicative of future results. Investments in securities markets are subject to market risks. SPVH Asset Management Company is registered with SEBI as a Portfolio Manager. Please read all related documents carefully before investing.